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《大行報告》大和上調平安好醫生(01833.HK)目標價至26元 評級「買入」
阿思達克 07-28 10:11
大和發表報告,預計平安好醫生(01833.HK)上半年淨虧損收窄至4.8億元人民幣,其上半年收入則受上海封城影響,按年料跌28%至27億元人民幣。 該行預料,公司下半年會專注於醫藥電子商務部門的毛利率,以提高今年總毛利率;由於公司積極檢討策略性投資,或確認部分投資收益,料下半年淨虧損按年收窄幅度有雙位數。 該行表示,由於毛利率表現或優於預期及有機會獲得投資收益,將公司今年淨虧損預測由12億元人民幣下調至8.98億元人民幣,並考慮到公司上半年B2B業務表現疲軟,將公司今年收入預測下調12%,同時將其目標價由22.75元上調至26元,維持其評級為「買入」。
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